Manager, Tax - Private Client - 2236843

Forvis Mazars, LLP; Austin (TX); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Total rewards program

Flexible work environment

Job summary

Forvis Mazars, LLP is seeking a Private Client Tax Manager in Austin, Texas. This role involves providing sophisticated tax compliance and advisory services to ultra-high net worth individuals and entities. You will manage client relationships and lead a team of tax professionals, ensuring the delivery of exceptional service.

The ideal candidate will have over 5 years of experience, a degree in accounting or finance, and a CPA license or J.D. Preference will be given to those with a Master's degree in Taxation. Join our flexible work environment for personal and professional growth.

Qualifications

• 5+ years of related experience in public accounting or law firm.
• Experience managing multiple client engagements.
• Master's degree in Taxation or Law degree preferred.

Responsibilities

• Providing tax compliance and advisory services to clients.
• Building and managing client relationships.
• Managing and developing professional tax staff.
• Researching complex tax issues and communicating findings.

Skills

Tax compliance

Client relationship management

Leadership and coaching

Research and analysis skills

Education

Bachelor or graduate degree in accounting, finance, or related field

CPA license or J.D. degree and bar admission

Tools

OneSource tax software

Job description

Description & Requirements

Forvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. Partnering with our financial planners, Wealth Strategists, and Innovation teams expands your flexibility to help clients grow, preserve, and protect wealth.

The Private Client Tax Manager serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies as well as charitable entities managed by ultra-high net worth clients. The Private Client Tax Manager participates in client development and team management and conducts research to be current as a subject matter expert.

What You Will Do

• Providing tax compliance and tax advisory services to individuals, partnerships, trusts, estates, and private foundations
• Developing, building, and managing client relationships as part of the proposal process
• Participating in networking activities to further expand business opportunities and client relationships
• Maintaining functional expertise and understanding of a client's business or family structure is essential to addressing client concerns and challenges
• Assisting with managing, developing, and coaching professional tax staff
• Reviewing and managing projects prepared by tax associates and seniors
• Effectively delegating responsibilities to others and monitoring efforts of engagement teams
• Proficiently using technology tools in regular assignments and demonstrating a commitment to improving work processes through the use of technology
• Successfully researching complex tax issues, applying findings to projects, and clearly communicating those findings in writing

Minimum Qualifications

• 5 years or more of related experience in public accounting, law firm, or trust department
• Bachelor or graduate degree in accounting, finance, or a related field
• CPA license or J.D. degree and bar admission
• Experience managing multiple client engagements

Preferred Qualifications

• Master's degree in Taxation or Law degree
• Experience with OneSource tax software

What We Offer

Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being—empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers.

Legal Notice

Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.